Your first week: social media & content

You don't need to set up everything at once. Do one of these a day and by the end of the week Crustomer is running your follow-ups for you.

1. Finish the four setup steps (your industry, your business, bring in your people, get paid). Settings → Setup shows what's left.
2. Connect Instagram under Settings → Connections. Your DMs are sorted into leads, and the ones waiting on you show in Inbox → Follow-ups.
3. Bring in your clients & brands: People → Add & import takes a spreadsheet or an export from the app you use now. Duplicates are matched for you.
4. Put your open brand deals in the Pipeline. When one is signed, Crustomer offers to make it a campaign with your starter tasks.
5. Start each day on Today and Inbox → Follow-ups. Calls, emails and website inquiries are there too, not just DMs.

Add every brand deal to the Pipeline with its fee and due dates, and keep each campaign's deliverables as tasks on its project.